CA Tax-Free Income Fund CA Insured Intermediate Fund CA Tax-Free Money Market Fund US Gov't Securities Fund US Treasury Trust S&P 500 Index Fund S&P MidCap Index Fund Equity Income Fund S&P SmallCap Index Fund Nasdaq-100 Index Fund European Growth & Income Fund Short-Term US Gov't Bond Fund Prices update at approx 7PM Pacific time.

Mutual Funds

The California Investment Trust Fund Group is a mutual fund company. We combine passive equity with active fixed income investment strategies in order to provide core investment portfolios. Our twelve mutual funds cover each primary asset class. Whether you want to target a specific asset class or build a diversified portfolio, you can count on our funds to provide asset class purity, sound investment fundamentals and extremely low expense ratios. What separates California Investment Trust Fund Group from the competition? We think it’s our “single point of contact” service model. The California Investment Trust Fund Group features a diversified pool of low-cost mutual funds. Historically, Index Funds have been shown to out-perform the majority of actively managed funds over long periods of time. We believe that there are significant opportunities as well for active, value oriented investors. Opportunities can also be found in the much discussed California municipal bond market.

Steve Rogers is California Investment Trust’s Chief Executive Officer and portfolio manager of the six equity funds. He is a believer in indexing strategies and also brings his expertise to an actively managed portfolio, the Equity Income Fund, where he utilized fundamental principles to select a portfolio of blue chip stocks that he feels will outperform the market.

William Mock is the portfolio manager for the six fixed income funds since February, 2010. He served as a portfolio manager for California Investment Trust from 2001 to 2003 managing the California Tax-Free Money Market Fund and the Short-Term U.S. Government Bond Fund. During this period he was also the co-portfolio manager of the California Tax-Free Income Fund, the California Insured Intermediate Fund, The U.S. Government Securities Fund, and the United States Treasury Trust.